Loan Documentation Specialist - Charlotte

Job Description:

As a Loan Document Administrator (LDS) your responsibilities include:

• Independently prepare standard to highly complex loan documents for Private Bank clients in accordance with Bank of America's policies and procedures.
• Interact with underwriting, in-house legal counsel and sales to ensure world class documentation accuracy.
• Review outside counsel prepared documentation to ensure accuracy and compliance with credit approval.

∙ Strives to bring new thoughts and ideas to teams in order to drive innovation and unique solutions
∙ Excels in working among diverse viewpoints to determine the best path forward
∙ Experience in connecting with a diverse set of clients to understand future business needs - is a continuous learner
∙ Commitment to challenging the status quo and promoting positive change.
∙ Participate in and drive collaborative efforts to advance tools, technology, and ways of working to better serve an evolving client base
∙ Believes in value of diversity so we can reflect, connect and meet the diverse needs of our clients and employees around the world

Required skills:

• - Prior consumer and commercial loan documentation knowledge
• - Excellent written and verbal communication skills
• - Strong organizational and multi-tasking skills
• - Ability to work in a team environment.
• - Detail-oriented
• - Proficient with MS Office
• - Work well under time constraints

Desired skills:

• - Prior Bank of America Private Bank or Commercial loan documentation experience
• - Loan documentation using HotDocs platform
• - Experience using Loan IQ

Shift:
1st shift (United States of America)

Hours Per Week:
40

Client-provided location(s): Charlotte, NC

Job ID: Merrill-JR-25021151

Employment Type: FULL_TIME

Posted: 2025-05-17T11:47:58